Death and Divorce: The Lighter Side of Equity Compensation

Don't miss this rare opportunity to learn more about this complex area of stock compensation!

Wednesday, June 25, 2008

4:00 – 5:30 PM Eastern [Audio Archive and Transcript to follow]
 

Death and divorce present a number of unique challenges for stock compensation; join us for a lively webcast in which you'll hear from experts with sometimes heart-wrenching, sometimes funny, and always enlightening stories reflecting their experiences with death and divorce as stock administrators and legal professionals. Learn about the special tax withholding and reporting rules that apply in death and divorce, key contractual considerations, and important securities law implications. After a review of the regulatory issues, the panel will discuss practical considerations, suggesting strategies to streamline transaction processing and offering their tried and true best practices.

Featured Panelists:

• Ellen Sueda, Shareholder, Littler Mendelson
• Christian Hofstadter, Associate, Trucker Huss
• Wendy Jennings, Director, Employee Shareholder Services, Riverbed Technology
• Donna Spinola, Senior Stock Plan Manager, McKesson Corporation

Among other topics, this program will cover:

• Rules governing taxation of stock, awards, and options transferred pursuant to death and divorce, including the company's reporting and withholding obligations.
• What documentation the company should require to protect itself before paying out any stock compensation to an estate/beneficiary or in a divorce settlement.
• Should stock plans allow options and awards to be transferred pursuant to divorce? What to do if your plan doesn’t allow the transfer and you receive a divorce decree requiring it.
• Beneficiary designations—help or hindrance?
• Disclosures the company should provide to estates, beneficiaries, ex-spouses, and employees.
• Best practices for record-keeping, tax and other reporting, and audits and controls.

How to access the webcast: Visit Naspp.com on the day of the program and click the link for the webcast. You need either Real Player or Windows Media to listen to the webcast. An audio archive and transcript of the webcast will be posted after the live program.

Cost: There is no charge for this program if you are a member of the NASPP. The cost for non-members is $595. Alternatively non-members can take advantage of our no-risk trial membership (starting at only $495) to access the program. You can sign up for this no-risk trial online, send us an email at naspp@naspp.com, or call us at (925) 685-9271.

Registration: Advanced registration is not required for NASPP members.  Non-members can email naspp@naspp.com or call (925) 685-9271 to register for the program.

If you can’t access the live program:  If you have a scheduling conflict or have problems accessing webcasts generally (due to firewalls, etc.), an audio archive will be posted immediately following the conclusion of the live program and a text transcript will be posted within two weeks.